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NextEra Energy

1,842 hedge funds and large institutions have $92B invested in NextEra Energy in 2020 Q2 according to their latest regulatory filings, with 139 funds opening new positions, 770 increasing their positions, 668 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 139 | Existing positions closed: 87

15% more repeat investments, than reductions

Existing positions increased: 770 | Existing positions reduced: 668

2% more funds holding

Funds holding: 1,8051,842 (+37)

2% more call options, than puts

Call options by funds: $657M | Put options by funds: $645M

1% less capital invested

Capital invested by funds: $92.5B → $92B (-$488M)

2.36% less ownership

Funds ownership: 315%312.65% (-2.4%)

31% less funds holding in top 10

Funds holding in top 10: 11277 (-35)

Holders
1,842
Holders Change
+37
Holders Change %
+2.05%
% of All Funds
37.76%
Holding in Top 10
77
Holding in Top 10 Change
-35
Holding in Top 10 Change %
-31.25%
% of All Funds
1.58%
New
139
Increased
770
Reduced
668
Closed
87
Calls
$657M
Puts
$645M
Net Calls
+$11.9M
Net Calls Change
+$115M
Name Holding Trade Value Shares
Change
Change in
Stake
WMC
1026
Westwood Management Corporation
Illinois
$1.06M +$335K +5,600 +47%
CAM
1027
Carret Asset Management
New York
$1.05M +$113K +1,880 +12%
VIA
1028
Vident Investment Advisory
Georgia
$1.05M -$939K -15,696 -47%
HIA
1029
Harbor Investment Advisory
Maryland
$1.05M +$164K +2,744 +19%
SCM
1030
Shelton Capital Management
Colorado
$1.05M -$21.3K -356 -2%
THWM
1031
Taylor Hoffman Wealth Management
Virginia
$1.04M +$479K +8,000 +85%
EWA
1032
EP Wealth Advisors
California
$1.04M -$126K -2,112 -11%
UCMOK
1033
United Capital Management of KS
Kansas
$1.04M +$195K +3,260 +23%
AIM
1034
Aspen Investment Management
Michigan
$1.04M -$22.7K -380 -2%
EOCM
1035
Energy Opportunities Capital Management
Texas
$1.04M
SC
1036
Scholtz & Company
Connecticut
$1.03M -$2.98M -49,704 -74%
FPFS
1037
First Personal Financial Services
North Carolina
$1.03M -$65.4K -1,092 -6%
CAG
1038
Csenge Advisory Group
Florida
$1.03M -$78.3K -1,308 -7%
MWM
1039
Mission Wealth Management
California
$1.03M +$382K +6,376 +59%
RCIM
1040
Red Cedar Investment Management
Michigan
$1.02M +$1.02M +17,000 New
PP
1041
Palladium Partners
Virginia
$1.02M -$35.9K -600 -3%
SXL
1042
Summit X LLC
Missouri
$1.02M +$27.5K +460 +3%
SWP
1043
Strategic Wealth Partners
Ohio
$1.01M +$131K +2,188 +15%
RM
1044
Resource Management
Louisiana
$1.01M -$123K -2,048 -11%
PAM
1045
Paradigm Asset Management
New York
$1.01M -$204K -3,400 -17%
VWA
1046
V Wealth Advisors
Kansas
$1M +$68.2K +1,140 +7%
BPA
1047
Beacon Pointe Advisors
California
$1M +$354K +5,920 +55%
NB
1048
Northwest Bancshares
Pennsylvania
$1M +$998K +16,668 New
WA
1049
WBH Advisory
Maryland
$1M +$54.6K +912 +6%
IC
1050
Inscription Capital
Texas
$997K +$45.3K +756 +5%

NEE Hedge Fund Activity: Q2 2020 in Review

1,842 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in NextEra Energy (NEE) for Q2 2020, worth a combined $92B — down 0.53% from $92.5B a quarter earlier.

Buyers outnumbered sellers: 139 funds opened new NEE positions and 87 closed out — a net gain of 52 holders — while 770 added to existing stakes and 668 trimmed.

The largest buyer was Fisher Asset Management, adding an estimated $703M. The largest seller was Wellington Management Group, cutting an estimated $1.1B.

  • 1,842 institutional investors held NextEra Energy (NEE) as of Q2 2020, up from 1,805 in Q1 2020.
  • Funds reported $92B of NextEra Energy stock for Q2 2020, down 0.53% quarter-over-quarter.
  • 139 funds opened new NextEra Energy positions in Q2 2020 and 87 closed out, a net change of +52 holders.
  • The largest NextEra Energy buyer in Q2 2020 was Fisher Asset Management, an estimated $703M added.
  • The largest NextEra Energy seller in Q2 2020 was Wellington Management Group, an estimated $1.1B sold.

Based on aggregated 13F filings for Q2 2020.